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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,033 | $108,825+1.1% | $156,181-29.5% | $82,448+33.5% |
| Participation rate | 37.7% | 72.4%-34.7pp | 78.8%-41.1pp | 68.1%-30.4pp |
| Annual return | 9.74% | 20.59%-10.9pp | 64.87%-55.1pp | 41.64%-31.9pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,910 | $4,577-36.4% | $6,132-52.5% | $4,139-29.7% |
| Admin fee / account holder | $3,259 | $9,341-65.1% | $14,586-77.7% | $7,234-55.0% |